Open Positions

Financial Advisor

Bethesda, MD

Duties include:


(25%) Evaluate the financial profile and objectives of current and prospective clients in order to provide financial investment and wealth management advice:

  • Interview clients to determine current income and expenses, assets and liabilities, insurance coverage, tax status, short-term and long-term financial goals, risk tolerance and other data.

  • Review the purposes and details of wealth management plans and strategies with clients.

  • Educate clients on financial planning topics and options.

  • Guide clients in gathering relevant personal financial information such as bank account records, income tax returns, life and disability insurance records, pension plans, and financial instruments.


(30%) In support of and under supervision of the Principal, develop wealth management plans for clients based on their financial status and goals and current international economic environment:

  • Analyze client financial information to determine plans and strategies for meeting financial objectives. 

  • Recommend client strategies for review by Principal for cash management, insurance coverage, investment planning, or other areas to help clients achieve their financial goals.

  • Conduct portfolio analysis for potential clients and assess the quality of stocks and mutual funds based on load, expense ratio and turnover rate.

  • Construct portfolios using the most cost-effective financial instruments. 

  • Recommend financial products such as stocks, bonds, mutual funds, or insurance. 

  • Review clients' accounts and plans regularly to determine whether personal changes, economic changes, financial performance and/or other factors require portfolio reassessment and rebalancing.


(15%) Perform financial research and assessments of financial investments to meet clients' financial objectives:

  • Research global equity and fixed income securities employing knowledge of portfolio analysis and investment management to advise clients on most appropriate products.

  • Monitor the latest low-cost funds made available and evaluate their suitability to meet client goals.

  • Analyze mutual funds' cost structure focusing on their load, expense ratio, and turn-over rate.

  • Analyze stocks risks using Capital Asset Pricing Model (CAPM).

  • Employ bond valuation using Present Value (PV) approach.

  • Interpret and conduct financial analysis for review by the Principal on data on price, yield, stability, future investment-risk trends, and economic influences using linear regression methods.

  • Calculate the Year-to-Date change of major index to assess the opportunities for new investment for clients upon market correction. 

  • Calculate investment risks using sensitivity analysis and regression analysis.

  • Evaluate changes in independent variables such as earnings per share and price per earnings using sensitivity and regression analyses to calculate company's stock value and evaluate sufficiency of investment.


(20%) Prepare and maintain written reports containing evaluation of client portfolios and profit and loss analysis:

  • Maintain client portfolios, keeping client plans up-to-date. 

  • Confer with clients periodically to determine any changes in their financial status. 

  • Develop and present detailed financial analyses, memoranda and presentations for review by Principal.

  • Prepare investment performance reports, financial document summaries, and income projections for clients and interpret information as requested.

  • Prepare advisory fee reports as requested by clients.

  • Monitor financial market trends to ensure that client plans are responsive. 

  • Recommend financial products, such as stocks, bonds, mutual funds, or insurance.


(5%) Produce articles, reports and other documentation to advance client understanding and market opportunities for financial advisory business.


(5%) Monitor developments in the business/financial field and economic theory for the creation of investment strategies for clients.

Position requires a Bachelor’s Degree, or foreign equivalent, in Business Administration, Finance, International Affairs with specialization in Economics, International Finance, or related field, plus 2 years’ experience in financial analysis for global market investments 

Experience must include the following, which may be gained concurrently: 

  • 2 years of experience engaged in financial services client development employing CEG wealth management processes 

  • 2 years of experience providing evaluating financial investments and advising clients 

  • 2 years of experience developing written materials (analyses/reports/articles) on finance and wealth management 

  • 2 years of experience investing client assets using the Modern Portfolio Theory

  • 2 years of experience in evaluating stocks using the Piotroski method

  • 2 years’ experience conducting financial and economic research, analyses, and assessments using recognized finance theories and tools such as Modern Portfolio Theory, CAPM and PV 

  • 2 years’ experience drafting strategic recommendations for clients’ asset allocation and stock selection

  • 2 years’ experience creating proposed investment plans of action and wealth management plans to serve client needs 

  • 2 years of experience monitoring international equity financial markets 

  • Position requires Series 65 license (the Uniform Investment Adviser Law Examination)

 To apply transmit resume and cover letter to: